Form 5500

3,281 topics in this forum

1. 1 life non-owner plan

   By Santo Gold, March 10, 2021
   • 3 replies
   • 554 views
   • 
   • Santo Gold
   • March 17, 2021

2. Question- FORM 5500 Help needed

   By nan, March 7, 2021
   • 3 replies
   • 948 views
   • 
   • thepensionmaven
   • March 9, 2021

3. H&W Form 5500s and Self-insured Captive plan

   By 5500Nerd, March 9, 2021
   • 0 replies
   • 561 views
   • 
   • 5500Nerd
   • March 9, 2021

4. Single owner/employee DB Plan and solo401K TPA needs??

   By nan, March 6, 2021
   • 4 replies
   • 584 views
   • 
   • Bob the Swimmer
   • March 9, 2021

5. 1099s Held in Austin

   By thepensionmaven, February 23, 2021
   • 1 reply
   • 530 views
   • 
   • Lois Baker
   • February 24, 2021

6. form 5500 EZ, first and final return for the plan

   By Benbob13, August 27, 2018
   • 7 replies
   • 2.3k views
   • 
   • Bri
   • February 23, 2021

7. 5500 Penalties due to in accurate data

   By TPApril, April 13, 2015
   • 4 replies
   • 4.9k views
   • 
   • RatherBeGolfing
   • February 23, 2021

8. Deadline for amending 5500s

   By Guest KennyH, June 20, 2013
   • 11 replies
   • 6.3k views
   • 
   • JanetJ
   • February 23, 2021

9. IRS Letter regarding filing 5500 EZ or 5500 SF

   By Pam S., December 15, 2020
   • 3 replies
   • 1.1k views
   • 
   • JanetJ
   • February 23, 2021

10. Keep getting form CP214 even though S corp was terminated. Worried about $150k penalty and /or $1500

    By JanetJ, February 23, 2021
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • February 23, 2021

11. 2019 Non-calendar 1 man 5500 SF or EZ?

    By Lou S., February 18, 2021
    • 3 replies
    • 466 views
    • 
    • Lou S.
    • February 19, 2021

12. Owners active, former EE has account: 1 partic plan?

    By BG5150, September 2, 2020
    • 4 replies
    • 666 views
    • 
    • JustMe
    • February 18, 2021

13. amended 5500 - does it show on efast2?

    By TPApril, February 12, 2021
    • 8 replies
    • 2.1k views
    • 
    • chc93
    • February 18, 2021

14. Final 5500 EZ

    By Benbob13, February 8, 2021
    • 9 replies
    • 1.3k views
    • 
    • Lou S.
    • February 16, 2021

15. 2019 extensions

    By pmacduff, February 8, 2021
    • 14 replies
    • 1.9k views
    • 
    • Lou S.
    • February 10, 2021

16. Does anything in Form 5500 call for a second organization’s EIN?

    By Peter Gulia, February 8, 2021   

    • employer identification number; ein
    • 3 replies
    • 494 views
    • 
    • Bill Presson
    • February 8, 2021

17. 1099s that brokerage won't do

    By thepensionmaven, January 27, 2021
    • 12 replies
    • 1.2k views
    • 
    • thepensionmaven
    • February 7, 2021

18. Final Form 5500 - Payables/Liabilites?

    By imchipbrown, February 5, 2021
    • 2 replies
    • 760 views
    • 
    • Mike Preston
    • February 5, 2021

19. Reportable Transaction upon plan merger

    By B21, February 4, 2021
    • 0 replies
    • 405 views
    • 
    • B21
    • February 4, 2021

20. Merger Effective Date vs Transfer DAte

    By austin3515, January 27, 2021
    • 12 replies
    • 2.9k views
    • 
    • MoJo
    • January 28, 2021

21. Form 8955-SSA issue with IRS

    By ESOP Guy, January 26, 2021
    • 4 replies
    • 625 views
    • 
    • RatherBeGolfing
    • January 27, 2021

22. FT William, Error Message

    By austin3515, January 22, 2021
    • 4 replies
    • 561 views
    • 
    • austin3515
    • January 23, 2021

23. DOL rejecting 2-person SF's?

    By BG5150, January 22, 2021
    • 2 replies
    • 551 views
    • 
    • Soundbc1
    • January 22, 2021

24. Record DFVCP Filing

    By MarZDoates, January 4, 2021
    • 4 replies
    • 848 views
    • 
    • Mike Preston
    • January 19, 2021

25. Form 945 for 2020

    By thepensionmaven, January 13, 2021
    • 5 replies
    • 1.2k views
    • 
    • ESOPMomma
    • January 14, 2021

26. Delinquent Form 8955-SSA

    By mming, January 7, 2021
    • 5 replies
    • 1.4k views
    • 
    • mming
    • January 12, 2021

27. Final Year of Plan

    By thepensionmaven, December 29, 2020
    • 17 replies
    • 2.7k views
    • 
    • chc93
    • January 8, 2021

28. 2020 Form 5500-SF -- No Longer Owner-Only Plan

    By mwyatt, January 5, 2021
    • 1 reply
    • 671 views
    • 
    • C. B. Zeller
    • January 5, 2021

29. Incorrect Payor on Sched R many years

    By BG5150, December 31, 2020
    • 1 reply
    • 480 views
    • 
    • Bird
    • January 4, 2021

30. Form 8955-SSA

    By nancy, December 22, 2020   

    • 8955-ssa
    • 1 reply
    • 743 views
    • 
    • mming
    • December 22, 2020

31. Wrong plan name, sponsor name and form??

    By kmhaab, December 16, 2020
    • 0 replies
    • 581 views
    • 
    • kmhaab
    • December 16, 2020

32. Delinquent 5500 EZ - Excess Contribution

    By jmartin, December 9, 2020
    • 3 replies
    • 654 views
    • 
    • C. B. Zeller
    • December 11, 2020

33. Failure To File Extension

    By Lucky32, December 2, 2020
    • 8 replies
    • 1.1k views
    • 
    • acm_acm
    • December 3, 2020

34. Typo on Participant Count

    By EPCRSGuru, November 10, 2020
    • 2 replies
    • 952 views
    • 
    • Belgarath
    • November 11, 2020

35. IRS letter

    By SSRRS, November 6, 2020
    • 1 reply
    • 472 views
    • 
    • SSRRS
    • November 9, 2020

36. 5500 w/ No Audit Report

    By austin3515, October 14, 2020
    • 12 replies
    • 6k views
    • 
    • Luke Bailey
    • October 16, 2020

37. Wrong EIN on Form 5500-SF

    By thepensionmaven, October 2, 2020
    • 6 replies
    • 2.6k views
    • 
    • thepensionmaven
    • October 15, 2020

38. Who gets the SAR?

    By BG5150, October 13, 2020
    • 10 replies
    • 1.8k views
    • 
    • Bill Presson
    • October 15, 2020

39. No Phone # on 5500-SF

    By BG5150, October 13, 2020
    • 8 replies
    • 1.2k views
    • 
    • Peter Gulia
    • October 14, 2020

40. Form 5500SF and Code 4R

    By pjr@frdayton.com, October 12, 2020
    • 1 reply
    • 1.1k views
    • 
    • FORMER ESQ.
    • October 12, 2020

41. Form 5500-EZ line 6a (2) End of year

    By Francis, October 10, 2020
    • 1 reply
    • 718 views
    • 
    • Jakyasar
    • October 10, 2020

42. Abondoned Plan & 5500

    By stphnyok, October 8, 2020
    • 5 replies
    • 983 views
    • 
    • Luke Bailey
    • October 10, 2020

43. Filing Authorizations for when TPA files the 5500

    By BG5150, October 7, 2020
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • October 9, 2020

44. How to treat proceeds from DB to QRP?

    By BG5150, October 8, 2020
    • 1 reply
    • 660 views
    • 
    • Alonzo Church
    • October 8, 2020

45. 5500 Schedule D

    By Tom, October 7, 2020   

    • 5500-sf
    • 0 replies
    • 444 views
    • 
    • Tom
    • October 7, 2020

46. Book ADP refund as liability?

    By BG5150, September 25, 2020
    • 5 replies
    • 1.7k views
    • 
    • Bill Presson
    • October 2, 2020

47. Is a Final Report for a Welfare Trust Filing Needed?

    By 5500Nerd, September 30, 2020
    • 1 reply
    • 543 views
    • 
    • Luke Bailey
    • October 1, 2020

48. QNEC as a receivable on Schedule H

    By B21, October 1, 2020
    • 3 replies
    • 2.1k views
    • 
    • B21
    • October 1, 2020
49. PBGC missed contribution reporting

    Topic was moved to forum Defined Benefit Plans, Including Cash Balance

50. Late deposits reported on the Schedule H

    By ratherbereading, September 24, 2020
    • 4 replies
    • 2.3k views
    • 
    • ratherbereading
    • September 25, 2020